Unified Operations & Dynamics AX Forum

Expand all | Collapse all

Cycle counting - select ONLY the valid picking locations/released prod

  • 1.  Cycle counting - select ONLY the valid picking locations/released prod

    GOLD CONTRIBUTOR
    Posted 10 days ago

    AX 2012 R2 CU7

    We are curious as to how do other companies deal with changes to their inventory locations? Over the last couple years, we have had to move products from one location to another. I'm pretty sure this isn't an uncommon process.

    But when we run our Cycle Count, even though part A is now only new the NEW location, a record is also created for part A at OLD location. When we select records for Cycle Count, we do it by a range of locations which usually includes both the OLD and NEW. We've tried it by Counting Groups as well with the same result.

    Below is a sample snippet. This part used to be in Location D508B, but was moved to Location D509K. Yet both locations appear on the Counting journal.

    What we expect is that the only locations that would show up on the Cycle Count would be the Location set up as the Released Product's Picking Location based on its Counting Group. And not a record for every combination of the Released Product and what might have been its prior Picking Locations.

    For some reason (and it would be wonderful to understand), all of our parts have an empty record in their Warehouse items list. Perhaps this is causing the problem? For this record, there are no default locations assigned.

    Product information management > Common > Released products
    Manage inventory – Warehouse – Warehouse items




    I noticed when we run Inventory and warehouse management > Inquiries > On-hand, there is no Counting group listed for any Released Product. Also, the Counting date is not correct. This part was counted 7/27/18 yet shows 2/25/16 via the On-hand inquiry.



    There was a count for it on 2/25/16 as well.

    It seems like the On-hand inquiry doesn't necessarily look at the most recent related records to the released product.

    When you create various inventory journals, Inventory and warehouse management > Journals > Item transaction > xxx, select the Location drop down and On-hand tab, AX knows what location has quantities for the part.


    We are looking for suggestions that would enable us to only have Locations associated as the Picking Locations on Released Products be selected as part of the Cycle Count. If any Location is no longer assigned to a Release Product, we do not want it to be a record created for the count. 

    We don't see any way to mark either Locations or the combination of Released Product/Location as disabled. Is it there and we are missing it?

    Thanks,
    Carol



    ------------------------------
    Carol Holmes
    Business Systems Supervisor
    Vesta Solutions, Inc.
    Temecula CA
    ------------------------------


  • 2.  RE: Cycle counting - select ONLY the valid picking locations/released prod

    Posted 7 days ago
    Carol,
    Let me try to answer your questions.
    1. All Warehouse Item setup should have that blank record line; this is the expected setup
    2. Not sure of your setup, but you should read this blog and run the clean up job (in a test environment first, of course). Sometimes that financial and physical tracking is different, which causes financial values hanging where no physical inventory exists on the dimension combination. There is a hotfix if this doesn't exist in your version. The link to the blog & KB number is: Key Clean up Features for InventSum and InventDim Tables.
    3. When you create a counting journal>Create lines>On Hand, set the 'Include Items with nothing on hand' to 'No'
    4. There isn't a way to mark locations as 'disabled' in R2. If you're still having issues after trying the steps above, please include a screen shot of the select criteria used for creating the journal lines
    Thanks!
    Kim

    ------------------------------
    Kimberly Tallman
    Solution Architect
    Hitachi Solutions
    ------------------------------



  • 3.  RE: Cycle counting - select ONLY the valid picking locations/released prod

    GOLD CONTRIBUTOR
    Posted 6 days ago
    Kim-

    Thanks for your comments.

    1) Thanks for confirming
    2) Will check out the blog
    3) We don't want to eliminate parts with nothing on hand, we want to eliminate locations that are not set up as the Released Product's picking location.
    4) We would LOVE to find a way of marking locations as disabled.... so far no luck on that.

    Carol

    ------------------------------
    Carol Holmes
    Business Systems Supervisor
    Vesta Solutions, Inc.
    Temecula CA
    ------------------------------



  • 4.  RE: Cycle counting - select ONLY the valid picking locations/released prod

    TOP CONTRIBUTOR
    Posted 6 days ago
    Hi Carol,
    Unfortunately, this is limitation of the system. The Warehouse item setup is defaults, so AX doesnt know that the Old location is no longer used, it just knows it's not the default setup for the item. The counting journal will always look at all possible combinations that have been setup previously unless you filter out the old locations somehow. As mentioned, there is no disabling of the location, especially per item.

    If the location itself is no longer used for anything and doesnt truly exist anymore, an easy solution would be to rename it and include something in the name that can be used to sort on so you can filter out those locations when you create the journal. Something like "OBS-D40B" for obsolete locations. However, if it's just not used for that item, I'm not sure there's an easy way to filter out those locations with a query. You could customize to get that logic.

    ------------------------------
    Andrew Lencsak
    Senior Application Consultant/Solution Architect
    eBECS Limited
    Atlanta GA
    ------------------------------



  • 5.  RE: Cycle counting - select ONLY the valid picking locations/released prod

    TOP CONTRIBUTOR
    Posted 6 days ago
    In R2 if you have the Warehouse Mgmt II config key enabled, you can block input / output on a given location. Go to Inv. Mgmt -> Setup -> Inventory Breakdown -> Locations -> Other tab.  This field is fed by a code table, you can create your own blocking reasons. This parm does what it sounds like it does, prevents you from putting / pulling material from the location.  You could use this field to exclude / include locations for creation of cycle counts.





    ------------------------------
    Colby Gallagher
    Manufacturing Systems Consultant
    Agility Business Solutions
    Brecksville OH
    ------------------------------



  • 6.  RE: Cycle counting - select ONLY the valid picking locations/released prod

    GOLD CONTRIBUTOR
    Posted 5 days ago
    Hi Carol,

    How do you create lines in your Count journals? Do you use Create -> On-hand, Create -> Items or something else?

    Can we get a screenshot of the dialogue box of whichever option you use, showing the settings you run it with?

    ------------------------------
    Guy Terry
    Application Consultant
    Annata
    Portsmouth
    ------------------------------



  • 7.  RE: Cycle counting - select ONLY the valid picking locations/released prod

    TOP CONTRIBUTOR
    Posted 5 days ago
    ​When creating the count journal, you have an option to select warehouse, location, serial, etc.
    By selecting location, you will get multiple locations listed in the journal - try not selecting locations.
    When counting by, say, Aisle you should still be able to select the expecting items in those locations using selections.

    ------------------------------
    Mark Prouty
    Programmer / Analyst
    ANGI Energy Systems
    Janesville WI
    ------------------------------



  • 8.  RE: Cycle counting - select ONLY the valid picking locations/released prod

    GOLD CONTRIBUTOR
    Posted 4 days ago
    Thanks Colby, Guy and Mark for your additional comments.

    I am going to try Colby's idea.

    Mark-
    We don't use aisle. At first I thought unchecking LOCATION would work. Yes, it only brings a single record for each product into the journal, but no locations are listed. A sample is shown below.

    Guy-
    The method our warehouse crew has used:
    NEW Counting Journal
    SITE is checked by default
    check WAREHOUSE
    check LOCATION

    Then from the Journal Lines form:
    CREATE
    ON-HAND
    enter the NOT COUNTED SINCE
    enter the COUNTING GROUP
    SELECT
    And from here, they select a range of locations (Inventory dimensions.Location)

    So the form would look similar to this:

    And in the journal there are 2 hits for 04000-00712 (only 1 which is valid now). And all lines show a Location:


    If we don't select LOCATION for the COUNTING BY, our selection has only 1 record/product (what we expect to see), but it doesn't tell the counters where to find the parts:



    Now to try Colby's suggestion.

    Thanks again!
    Carol

    ------------------------------
    Carol Holmes
    Business Systems Supervisor
    Vesta Solutions, Inc.
    Temecula CA
    ------------------------------



  • 9.  RE: Cycle counting - select ONLY the valid picking locations/released prod

    GOLD CONTRIBUTOR
    Posted 4 days ago
    Thanks Colby. That seems to work. I tested & documented and passed it to the Sr Director of Operations for her input.

    Carol

    ------------------------------
    Carol Holmes
    Business Systems Supervisor
    Vesta Solutions, Inc.
    Temecula CA
    ------------------------------



  • 10.  RE: Cycle counting - select ONLY the valid picking locations/released prod

    GOLD CONTRIBUTOR
    Posted 4 days ago
    Personally, I would have the Create -> On-hand dialogue exactly has you have it in the screenshot, except I would un-tick 'Include items with nothing on hand'. Look carefully at what it asks you to count, but that's how I always used to run it.

    ------------------------------
    Guy Terry
    Application Consultant
    Annata
    Portsmouth
    ------------------------------



  • 11.  RE: Cycle counting - select ONLY the valid picking locations/released prod

    GOLD CONTRIBUTOR
    Posted 3 days ago
    Guy-

    I tested as you suggested. It seems to me, that selecting the INCLUDE ITEMS WITH NOTHING ON HAND in conjunction with selecting COUNTING BY LOCATION will select all parts that have ever been in the range of Locations from the SELECT criteria whether they are still valid for those Locations (actually have zero quantity on hand) or if they are now in other Locations with or without quantities on hand, but have zero in the prior Locations.

    Having INCLUDE ITEMS WITH NOTHING ON HAND checked will give us parts we need to look at because they are in the selected range, but also gives us parts that have been moved to other locations.

    What we ideally want is to count parts with or without quantities on hand that have Picking Locations that are within the selected Location ranges we use as criteria.

    Test screens for selecting with INCLUDE ITEMS WITH NOTHING ON HAND unchecked.



    Test screens for selecting with INCLUDE ITEMS WITH NOTHING ON HAND checked.






    We may go the way of blocking the Locations. Still TBD.

    thanks again,
    Carol

    ------------------------------
    Carol Holmes
    Business Systems Supervisor
    Vesta Solutions, Inc.
    Temecula CA
    ------------------------------



  • 12.  RE: Cycle counting - select ONLY the valid picking locations/released prod

    GOLD CONTRIBUTOR
    Posted 7 hours ago
    I think the 'Create' -> 'On-hand' function is not really very clever. Essentially, tt wants to create count records for records that it finds in the On-hand table (InventSum). If the history of your item's on-hand is being cleared from InventSum (perhaps by Inventory close, or some clean-up job), then those old locations aren't going to appear in the count. If, however, there are records in InventSum for a location / item (even records on which the physical inventory is zero), then they will appear in the count.

    Looking back at your original post, your requirement seems to be this: What we expect is that the only locations that would show up on the Cycle Count would be the Location set up as the Released Product's Picking Location based on its Counting Group. And not a record for every combination of the Released Product and what might have been its prior Picking Locations.

    I wonder how you are using Counting group. Using your recent screenshots as an example...Counting Group C and Locations D508A to D510A. Are you saying that you want to count locations in that range, but only if they are 'for' an Item that is in Counting Group C?

    One way to run your count might be to clear the Not counted since, clear the Counting group and untick Include items with nothing on hand.

    Then create lines for D508A to D510A. AX will create lines for what it thinks is in stock in those locations. It won't create lines for empty locations, and it won't create lines for items that used to be kept in those locations, but no longer are.

    Tell someone to count everything in every location between D508A and D510A. Most likely, they will be entering quantities on to lines that AX has already created. Occasionally, they might have to create a new line when an unexpected item is found, or when AX thinks a location is empty but it is not.

    Can you see any problems with that?

    ------------------------------
    Guy Terry
    Application Consultant
    Annata
    Portsmouth
    ------------------------------